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Lee, Danner & Bass’s New Fortress Energy NFE Stock Holding History

Lee, Danner & Bass’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-293,909
Closed -$173K – 253
2026
Q1 		$173K Buy
+293,909
New +$344K 0.01% 240

Other funds holding NFE

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Lee, Danner & Bass's NFE Position: Q2 2026 in Review

Lee, Danner & Bass sold out of New Fortress Energy (NFE) in Q2 2026, closing a stake of 293,909 shares — an estimated $173K sold.

Lee, Danner & Bass first reported a position in NFE in Q1 2026 and held it in 1 quarter. The position peaked at $173K in Q1 2026. 25 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Lee, Danner & Bass reported no remaining New Fortress Energy position as of Q2 2026 after selling out during the quarter.
  • Lee, Danner & Bass sold 293,909 New Fortress Energy shares in Q2 2026, an estimated $173K.
  • Lee, Danner & Bass first reported a position in New Fortress Energy in Q1 2026 and held it in 1 quarter.
  • Lee, Danner & Bass's New Fortress Energy position peaked at $173K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.